Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

Gurus
Growth
JERICHO CAPITAL ASSET MANAGEMENT L.P. (Data extracted from 13F, 13D, 13G and Form 4)

Subscribe For Premium Access

JERICHO CAPITAL ASSET MANAGEMENT L.P.

AUM: $3.97 B

13-F Portfolio Value: $6.76 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 69.98%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
FFIV	F5 INC	11.3%	2,643,013	$764,702,952	372,000	16.38%	$289.33	13F
FWONK	LIBERTY MEDIA CORP DEL	6.6%	5,248,396	$446,218,628	706,000	15.54%	$85.02	13F
FOXA	FOX CORP	5.77%	6,684,878	$390,396,876	3,711,878	124.85%	$58.4	13F
SNOW	SNOWFLAKE INC	3.55%	1,591,778	$240,071,958	16,198	1.03%	$150.82	13F
LION	LIONSGATE STUDIOS CORP	2.67%	18,815,105	$180,436,857	13,216,105	236.04%	$9.59	13F
NTNX	NUTANIX INC	2.2%	3,920,496	$149,018,053	813,015	26.16%	$38.01	13F